+1,460.5%
CIEN vs VFC
-69.4%
+1,529.9%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.2% | +1.2% | -0.4% |
| 7D | -4.6% | -2.3% | -2.2% | -4.0% |
| 30D | -12.8% | -13.4% | +0.5% | -9.5% |
| 3M | -23.1% | -23.7% | +0.6% | -18.1% |
| 6M | +6.1% | -24.5% | +30.6% | +12.9% |
| YTD | +44.5% | -27.8% | +72.4% | +54.6% |
| 1Y | +176.6% | -13.5% | +190.1% | +178.1% |
| 3Y | +601.0% | -27.1% | +628.1% | +571.1% |
| 5Y | +509.1% | -79.0% | +588.1% | +768.9% |
| 10Y | +1,460.5% | -68.7% | +1,529.2% | +1,733.5% |
| All | +1,460.5% | -69.4% | +1,529.9% | +1,733.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VFC.
Daily Out/Under-Performance
Portfolio return minus VFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VFC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VFC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling